IVV vs WCMI

AIVV

BWCMI

Measures won6–0IVV wins · of 6 · YTD

$10,000 · YTD$11,130IVV · QQQ $11,096

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.2%IVV and WCMI

YTD

IVV

WCMI

iShares Core S&P 500 ETF · $875BFirst Trust WCM International Equity ETF · $2.1B

+11.3%Year to dateJan 1 → Nov 9+8.7%

+13.6%1 yearTotal return+12.2%

0.03%Expense ratio$3 · $85 on $10k · lower wins0.85%

1.11%12-mo yield$111 · $57 on $10k0.57%

−8.9%Worst dropSmaller wins−12.5%

13.8%VolatilityLower wins20.9%

6–0IVV wins

$10,000 · since Jan 1All four, one scale

Shared top holdingsIVV · WCMI

0.2%CB1.5%

0.0%BG1.5%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

YTD4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
3	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs WCMI

IVV

iShares Core S&P 500

$11,358

WCMI

First Trust WCM International Equity

$11,223

MeasureIVVWCMI

Fee0.03%0.85%

Cost on $10k a year$3$85

Yield1.11%0.57%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y13.8%20.9%

4–0measures won
IVV first

0.2%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: QQQ, WCMI, IVV, QQQM

Today

99.8%most shared, QQQ and QQQM

QQQWCMIIVVQQQM

QQQ—0.1%52.4%99.8%

WCMI0.1%—0.2%0.1%

IVV52.4%0.2%—52.4%

QQQM99.8%0.1%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

QQQM$47 − $15 = $32

QQQ$46 − $18 = $28

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee